Guidance and resources for Heartlands providers

Service Guidelines

Services are to be provided in accordance with the Heartlands Service Guidelines.

New provider quarterly reporting

New provider quarterly reporting from 1 July 2026 onwards

From 1 July 2026, the new Heartlands provider quarterly reporting format below will apply. Providers should use this format for collecting and reporting data from 1 July 2026 onwards.

Note: The previous template should only be used for the final 2025 to 2026 reporting period, due on 10 July 2026.

Reporting template

Providers must use the below MSD-provided Reporting Template (an Excel spreadsheet) to submit reporting to MSD:

Supporting documentation

Supporting documentation for the new Heartlands quarterly reporting is available below. This includes:

  • Guide for providers – a comprehensive guide to how to collect and report Heartlands quarterly reporting data
  • Data collection spreadsheet – an optional data collection tool you could use to collect reporting data throughout the quarter
  • Data collection printable sheet and table – two optional printable data collection tools that you can adapt and use for the offline collection of data
  • Reference lists for reporting – a printable reference sheet with lists of the agencies, community services and other supports from the reporting template

Submitting your reporting

Please send your completed quarterly report to:

Heartlands reporting is due quarterly on the dates in the table below.

Due dates for Heartlands provider quarterly reporting

Due date (each year)

Period covered by the report

10 October

1 July 20XX – 30 September 20XX

05 December

1 October 20XX – 30 November 20XX

10 April

1 December 20XX – 31 March 20XX

10 July

1 April 20XX – 30 June 20XX

Provider quarterly reporting for Q4 2025-2026

Providers should use the previous template below for the final reporting period for the 2025-2026 financial year – 1 April to 30 June 2026, due 10 July 2026. For the reporting period starting on 1 July 2026 onwards, please use the documents linked in the ‘New provider quarterly reporting’ section above.

Reporting template

Providers use an MSD-provided Reporting Template (an Excel spreadsheet) to submit their reporting to MSD.

The Reporting Template and instructions for how to complete them are available to download at this link:

Submitting your reporting

Please send your completed quarterly report to:

Who can I contact with questions about Heartlands?

For general information about Heartlands, including the contact details of individual Heartlands sites, please visit the official Heartlands website here: https://www.heartlandservices.govt.nz/

You can contact the MSD team responsible for supporting Heartlands at Heartland_Services@msd.govt.nz